What the report found is that a combination of more fuel-efficient vehicles and the growth in the use of natural gas are affecting the amount of diesel being consumed in the U.S. This is in spite of the increase in diesel-powered light-duty vehicles.

However, that drop in domestic demand is being offset by an increase in demand globally for diesel, mostly from emerging economies. In fact, the expectation is that demand will increase by 6 million barrel a day from 2013 to 2030. At the same time, the expectation is that demand for diesel fuel in the U.S. for heavy-duty trucks will decrease in the same time period, from 2.6 million barrels a day to 1.8 million barrels a day.